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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+11.07%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$6.12B
AUM Growth
+$1.86B
Cap. Flow
+$1.45B
Cap. Flow %
23.73%
Top 10 Hldgs %
72.34%
Holding
299
New
17
Increased
49
Reduced
216
Closed
8

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$598M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$448M
3
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$251M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$50.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.1M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$42.8M
2
ABNB icon
Airbnb
ABNB
+$11.3M
3
ZTS icon
Zoetis
ZTS
+$7.67M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.31M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.28M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.09%
2 Technology 9.44%
3 Financials 3.01%
4 Communication Services 2.6%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMC icon
51
Vulcan Materials
VMC
$32.3B
$11.4M 0.19%
38,751
-274
-0.7% -$78.5K
AMD icon
52
Advanced Micro Devices
AMD
$823B
$10.9M 0.18%
18,804
+963
+5% +$395K
TSLA icon
53
Tesla
TSLA
$1.41T
$10.1M 0.17%
24,030
-1,390
-5% -$553K
TMUS icon
54
T-Mobile US
TMUS
$194B
$9.55M 0.16%
56,924
+5,612
+11% +$1.06M
BAC icon
55
Bank of America
BAC
$416B
$8.13M 0.13%
142,704
-17,079
-11% -$908K
CAT icon
56
Caterpillar
CAT
$360B
$7.59M 0.12%
7,130
-418
-6% -$367K
BSX icon
57
Boston Scientific
BSX
$63.6B
$7.57M 0.12%
177,353
+24,924
+16% +$1.35M
PAYX icon
58
Paychex
PAYX
$42.1B
$7.27M 0.12%
73,900
+17,400
+31% +$1.65M
CSCO icon
59
Cisco
CSCO
$434B
$6.89M 0.11%
58,672
+11,143
+23% +$1.17M
JNJ icon
60
Johnson & Johnson
JNJ
$644B
$6.43M 0.11%
25,310
-1,482
-6% -$345K
KLAC icon
61
KLA
KLAC
$220B
$6.27M 0.1%
20,787
-3,453
-14% -$685K
V icon
62
Visa
V
$701B
$6.2M 0.1%
18,080
-1,046
-5% -$336K
COHR icon
63
Coherent
COHR
$53.1B
$6.16M 0.1%
+15,612
New +$5.52M
AMAT icon
64
Applied Materials
AMAT
$334B
$6.11M 0.1%
8,446
-524
-6% -$242K
XOM icon
65
ExxonMobil
XOM
$696B
$5.92M 0.1%
43,296
-2,497
-5% -$374K
INTC icon
66
Intel
INTC
$513B
$5.84M 0.1%
41,796
+11,747
+39% +$1.19M
MDB icon
67
MongoDB
MDB
$30.4B
$5.68M 0.09%
16,900
+3,900
+30% +$1.17M
BRK.B icon
68
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.43M 0.09%
10,849
-628
-5% -$302K
GE icon
69
GE Aerospace
GE
$319B
$5.33M 0.09%
14,249
-835
-6% -$261K
CRWD icon
70
CrowdStrike
CRWD
$248B
$5.18M 0.08%
27,156
-4,164
-13% -$592K
WDC icon
71
Western Digital
WDC
$149B
$4.98M 0.08%
7,804
-2,210
-22% -$1.07M
LRCX icon
72
Lam Research
LRCX
$339B
$4.97M 0.08%
11,458
-670
-6% -$203K
ABBV icon
73
AbbVie
ABBV
$465B
$4.94M 0.08%
19,641
-2,073
-10% -$446K
PWR icon
74
Quanta Services
PWR
$92.2B
$4.61M 0.08%
6,404
-2,649
-29% -$1.81M
PM icon
75
Philip Morris
PM
$303B
$4.4M 0.07%
24,301
-3,579
-13% -$621K
1 2
3
4 5

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Life Insurance held 299 positions worth $6.12B, up 44% from $4.25B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance deployed $1.45B of net new capital in Q2 2026, opening 17 new positions and adding to 49 existing holdings. Its largest new stake was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 70% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $42.8M trimmed.

  • Sumitomo Life Insurance's largest Q2 2026 buy was Invesco S&P Ultra Dividend Revenue ETF: 4,400,000 shares worth $255M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $598M increase.
  • Sumitomo Life Insurance's biggest Q2 2026 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $42.8M.
  • Sumitomo Life Insurance fully exited Zoetis in Q2 2026, selling an estimated $7.67M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $6.12B portfolio in Q2 2026.
  • Sumitomo Life Insurance opened 17 new positions and closed 8 in Q2 2026.
  • Sumitomo Life Insurance's portfolio value rose 44% quarter-over-quarter to $6.12B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.